+76.9%
GRMN vs BR
+8.3%
+68.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -1.8% | -6.0% | +4.2% | +1.1% |
| 30D | -12.1% | -0.9% | -11.2% | -11.9% |
| 3M | +18.0% | +16.4% | +1.6% | +8.9% |
| 6M | +13.7% | -8.2% | +21.9% | +17.8% |
| YTD | +35.3% | -23.2% | +58.5% | +53.5% |
| 1Y | +17.2% | -30.9% | +48.2% | +41.0% |
| 3Y | +179.6% | -5.0% | +184.6% | +180.8% |
| All | +76.9% | +8.3% | +68.6% | +58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling